First Samuel Limited

Why choose First Samuel instead of a financial planner + managed funds; stockbroker; or doing it all yourself?

Because only First Samuel integrates the four critical aspects of wealth management in one easy to use package.

As you can see from the chart below, none of the alternatives can provide you with the same seamlessly integrated service.

We all work in the same office, for the same company, focusing on meeting your needs.

Our investment team understands the nuances of your investment needs because the private client adviser is part of the same team. And our personal account managers know your special administrative reporting needs because they too are part of the same team.

You do not have to phone a call centre or third party administrator for help. You can speak directly to your private client adviser or personal account manager.

This seamless integration of advice, investment and investment administration is unique.

And it ensures that we optimise the creation, management and protection of your wealth.

Because only First Samuel can provide an integrated wealth management service.